TimeScale Financial’s iShares Core Moderate Allocation ETF AOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $120K | Buy |
2,964
+173
| +6% | +$6.99K | 0.03% | 140 |
|
|
2023
Q1 | $111K | Sell |
2,791
-1,280
| -31% | -$51K | 0.03% | 141 |
|
|
2022
Q4 | $149K | Hold |
4,071
| – | – | 0.04% | 85 |
|
|
2022
Q3 | $149K | Sell |
4,071
-262
| -6% | -$9.59K | 0.04% | 84 |
|
|
2022
Q2 | $169K | Buy |
4,333
+585
| +16% | +$22.8K | 0.05% | 81 |
|
|
2022
Q1 | $161K | Buy |
3,748
+291
| +8% | +$12.5K | 0.04% | 93 |
|
|
2021
Q4 | $157K | Sell |
3,457
-28
| -0.8% | -$1.27K | 0.04% | 99 |
|
|
2021
Q3 | $156K | Buy |
3,485
+775
| +29% | +$34.7K | 0.04% | 89 |
|
|
2021
Q2 | $122K | Buy |
2,710
+1,420
| +110% | +$63.9K | 0.03% | 109 |
|
|
2021
Q1 | $56K | Sell |
1,290
-842
| -39% | -$36.6K | 0.01% | 168 |
|
|
2020
Q4 | $92K | Buy |
2,132
+855
| +67% | +$36.9K | 0.03% | 118 |
|
|
2020
Q3 | $53K | Sell |
1,277
-408
| -24% | -$16.9K | 0.02% | 149 |
|
|
2020
Q2 | $67K | Buy |
1,685
+926
| +122% | +$36.8K | 0.02% | 118 |
|
|
2020
Q1 | $27K | Hold |
759
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $30K | Hold |
759
| – | – | 0.01% | 224 |
|
|
2019
Q3 | $30K | Hold |
759
| – | – | 0.01% | 229 |
|
|
2019
Q2 | $30K | Buy |
+759
| New | +$30K | 0.01% | 231 |
|